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Small time investor living in SFBA. Big 4, M&A experience. Finance specialty. 100% passionate about business and strategies. Excellent combination of background to be an investor. The key is to see things from the BOD perspective, not from what they want you to see.
Mostly long stocks but really only comment on short thesis. With a long thesis, everyone kinda knows the basis. It is much more interesting and easier to spot failures. A distressed company makes mgmt do/say very shady things that are very detrimental to longs. It is so easy to spot empty remarks of positive trends.
Several years ago, my mom and her friends invested in a garbage named Catuity, Inc. I spot a fraud/BK from a mile away.
They put a press release with one customer and the stock goes up by 30%, it is the most ridicoulous thing you ever see. I Told her to sell and get the fuck out. In 3 months, the damn thing goes BK. There is nothing I hate more than mgmt that strings common shareholders with fantasy and we are "pleased" story. My background, training and understanding of business and finance can look through that.
I say it as I see it based on the best of abilities with the facts as I understand them with the highest intergrity.
Short BBRY at 14 early summer 2013 and covered Dec 2013. BB10 will end in disaster and has. Small short position in the 10's.
Short JCP at 17 after RJ firing and MU hope and again at 10 in Nov. Chapter 11 inevitable.
Short SODA in 50's: You don't go from mid 50's margin to mid 40's without serious problems. Death cross helped too Not short currently due to cheap price and technical indicator.
Stocks - long, Stocks - short
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